Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDOC 3.97%
2 BKIV 2.43%
3 XHE 2.26%
4 HTEC 1.83%
5 ROBO 1.36%
6 FRTY 1.33%
7 GDOC 1.20%
8 EKG 1.13%
9 KOMP 0.84%
10 SCDS 0.75%
11 HART 0.64%
12 FMED 0.57%
13 MEDI 0.57%
14 BTEC 0.54%
15 LGHT 0.53%
16 MMSC 0.49%
17 FESM 0.47%
18 IHI 0.37%
19 FYC 0.25%
20 IWO 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.14M (10.12%) 18.44K
Increased by +0.59%
Dec 31, 24
2 Artisan Partners Limited Partnership 2.76M (8.92%) -17.52K
Decreased by -0.63%
Dec 31, 24
3 BlackRock Inc 2.56M (8.26%) 57.29K
Increased by +2.24%
Sep 30, 24
4 Sands Capital Management, LLC 2.12M (6.85%) -3.11K
Decreased by -0.15%
Sep 30, 24
5 JPMorgan Chase & Co 1.88M (6.07%) -15.30K
Decreased by -0.81%
Sep 30, 24
6 Capital Research Global Investors 1.64M (5.28%) -317.97K
Decreased by -19.42%
Dec 31, 24
7 Mackenzie Investments 1.42M (4.58%) -8.49K
Decreased by -0.60%
Sep 30, 24
8 AllianceBernstein L.P. 1.21M (3.91%) -55.42K
Decreased by -4.57%
Sep 30, 24
9 Holocene Advisors, LP 1.04M (3.37%) 124.02K
Increased by +11.89%
Jun 30, 24
10 State Street Corp 908.84K (2.93%) 11.99K
Increased by +1.32%
Sep 30, 24
11 FMR Inc 851.85K (2.75%) -763.81K
Decreased by -89.67%
Sep 30, 23
12 LTS One Management LP 774.75K (2.50%) -130.25K
Decreased by -16.81%
Sep 30, 23
13 State Street Corporation 769.23K (2.48%) -8.29K
Decreased by -1.08%
Mar 31, 24
14 Westfield Capital Management Company, L.P. 765.25K (2.47%) 236.96K
Increased by +30.97%
Dec 31, 24
15 Eventide Asset Management, LLC 736.72K (2.38%) 464.63K
Increased by +63.07%
Sep 30, 24
16 Geode Capital Management, LLC 733.31K (2.37%) 5.42K
Increased by +0.74%
Sep 30, 24
17 Champlain Investment Partners, LLC 726.26K (2.34%) 59.16K
Increased by +8.15%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 709.01K (2.29%) 338.82K
Increased by +47.79%
Jun 30, 24
19 BNP Paribas Investment Partners SA 707.17K (2.28%) 195.25K
Increased by +27.61%
Sep 30, 24
20 BRAIDWELL LP 705.39K (2.28%) -77.17K
Decreased by -10.94%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sands Capital Global Growth Equity 2.93M (9.44%) 976.36K
Increased by +33.37%
Dec 31, 24
2 Canada Life US Small-Mid Cap Growth A 1.04M (3.37%) 0.00
Increased by 0.00%
Nov 30, 24
3 Vanguard Total Stock Mkt Idx Inv 975.38K (3.15%) 1.11K
Increased by +0.11%
Dec 31, 24
4 Canada Life US Small-Mid Cap Growth F 932.02K (3.01%) 0.00
Increased by 0.00%
Nov 30, 23
5 American Funds SMALLCAP World A 920.40K (2.97%) -219.36K
Decreased by -23.83%
Dec 31, 24
6 iShares Russell 2000 ETF 846.46K (2.73%) -6.45K
Decreased by -0.76%
Jan 31, 25
7 Vanguard Small Cap Index 797.01K (2.57%) 9.88K
Increased by +1.24%
Dec 31, 24
8 American Funds New Economy A 627.56K (2.03%) 0.00
Increased by 0.00%
Dec 31, 24
9 Capital Group New Economy Comp 627.56K (2.03%) 0.00
Increased by 0.00%
Dec 31, 24
10 Artisan Mid Cap Investor 622.96K (2.01%) -44.15K
Decreased by -7.09%
Dec 31, 24
11 Artisan U.S. Mid-Cap Growth 622.96K (2.01%) -44.15K
Decreased by -7.09%
Dec 31, 24
12 Champlain Small Company Fund, LLC 584.50K (1.89%) 76.73K
Increased by +13.13%
Jan 31, 25
13 Sands Capital Global Growth A USD Acc 503.70K (1.63%) -4.17K
Decreased by -0.83%
Sep 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 475.12K (1.53%) 9.41K
Increased by +1.98%
Dec 31, 24
15 Eventide Gilead N 462.56K (1.49%) 462.56K
Increased by +100.00%
Sep 30, 24
16 Vanguard Small Cap Growth Index Inv 452.63K (1.46%) 18.38K
Increased by +4.06%
Dec 31, 24
17 JPM Global Healthcare C (acc) USD 419.61K (1.35%) 0.00
Increased by 0.00%
Jan 31, 24
18 CS (Lux) Digital Health Equity SB USD 415.00K (1.34%) 0.00
Increased by 0.00%
Feb 29, 24
19 Bridge Builder Small/Mid Cap Growth 406.26K (1.31%) 14.07K
Increased by +3.46%
Jan 31, 25
20 Harbor Small Cap Growth Instl 380.26K (1.23%) 57.26K
Increased by +15.06%
Dec 31, 24